Relationship Manager - Life Insurance - Direct Channel

Roles & Responsibilities :

• Handle the existing portfolio of customers and renewals.
• Cross-sell and upsell life insurance products to loyal / retained customers.
• Build long-term customer relationships by providing excellent service.
• Achieve monthly / quarterly business targets.
• Work on company-provided customer database and generate additional references.
• Ensure compliance, documentation, and timely policy servicing.

Desired Candidate Profile :

Education

Bachelor in General Studies (BGS), Bachelor in Hotel Management (B.H.M), Bachelor of Liberal Arts (BLA / ALB), Bachelor of Homeopathic Medicine and Surgery (BHMS), Bachelor of Business Administration (B.B.A), MBBS, Bachelor of Applied Science (BAS), Bachelor Of Pharmacy (B.Pharm), Bachelors of Law (B.L / L.L.B), Bachelor of Commerce (B.Com), Bachelor Of Computer Application (B.C.A), Bachelor of Dental Surgery (B.D.S), Bachelor of Ayurvedic Medicine and Surgery (BAMS), Bachelor of Social Work (B.S.W), Bachelor of Arts (B.A), Bachelor of Architecture (B.Arch), Bachelor of Music, Bachelor of Science (B.Sc), Bachelor of Interdisciplinary Studies, Bachelor of Health Science, Bachelor Of Technology (B.Tech / B.E), Bachelor of Education (B.Ed), Bachelor of Music Education (B.M.E.)

Skills Required

Insurance Sales, Agency Sales